Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,538 | $160,040+45.9% | $147,096+58.8% | $145,877+60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.58% | 98.49%-82.9pp | 419.75%-404.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $16,593 | $5,289+213.7% | $4,936+236.2% | $4,663+255.8% |
| Participant deferral / active EE | $19,930 | $8,429+136.5% | $8,071+146.9% | $6,691+197.9% |
| Admin fee / account holder | $2,283 | $15,050-84.8% | $13,005-82.4% | $13,402-83.0% |